See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,082 | $58,879+251.7% | $178,490+16.0% | $73,488+181.8% |
| Participation rate | 97.0% | 66.2%+30.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 19.69% | 24.86%-5.2pp | 151.07%-131.4pp | 28.51%-8.8pp |
| Employer contribution / active EE | $9,313 | $2,236+316.4% | $5,011+85.9% | $2,270+310.2% |
| Participant deferral / active EE | $7,599 | $2,567+196.0% | $5,202+46.1% | $3,740+103.2% |
| Admin fee / account holder | $17,516 | $400+4275.6% | $13,984+25.3% | $513+3314.0% |